Hemington Wealth Management DFAU — DIMENSIONAL ETF TRUST

Ownership history in Hemington Wealth Management  ·  7 quarters on record

AI Ownership Summary

Hemington Wealth Management reported DIMENSIONAL ETF TRUST (DFAU) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 13.33% in 2025 Q1. The latest visible filing shows DFAU at 13.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hemington Wealth Management's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DFAU was reported at 13.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAU stock page Hemington Wealth Management fund profile Hemington Wealth Management full holdings
How Hemington Wealth Management held DFAU — position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 2,189,329 +56,123 +2.6% 13.02% $100.2M 2025-11-14 (Est.) $45.72
2025 Q2 REDUCED — — — 2,133,206 -101,542 -4.5% 13.08% $90.4M 2025-07-25 $43.41
2025 Q1 ADDED — — — 2,234,748 +1,661,682 +290.0% 13.33% $85.9M 2025-05-09 $38.35
2024 Q4 ADDED — — — 573,066 +62,435 +12.2% 5.84% $23.2M 2025-01-29 $41.17
2024 Q3 ADDED — — — 510,631 +190,727 +59.6% 5.42% $20.1M 2024-11-13 $40.86
2024 Q2 ADDED — — — 319,904 +144,049 +81.9% 4.04% $12.0M 2024-08-01 $36.97
2024 Q1 INITIATED — — — 175,855 — — 2.33% $6.4M 2024-05-03 $34.86

🏢 Other funds also holding DFAU

As of 2026 Q1 — sorted by position size

Aquire Wealth Advisors, LLC 3Y 40.53% Kooman & Associates 3Y 38.62% Sterling Wealth Advisors Inc 30.61% Blankinship & Foster, LLC 3Y 7Y 26.16% Spinnaker Investment Group, LLC 3Y 21.13% Pioneer Wealth Management Group 3Y 20.64% 55 North Private Wealth, LLC 19.41% Yardley Wealth Management LLC 16.47% RVW Wealth, LLC 3Y 7Y 16.27% Essential Planning, LLC. 3Y 16.25%

FAQ About Hemington Wealth Management and DFAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hemington Wealth Management reported owning DFAU?

Hemington Wealth Management reported DFAU across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported DFAU position in Hemington Wealth Management's portfolio?

The largest reported portfolio weight for DFAU was 13.33% in 2025 Q1.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2025 Q3, when Hemington Wealth Management reported 2,189,329 shares, equal to 13.02% of portfolio, with an estimated market value of $100.2M.

What does the chart on this DFAU ownership page compare?

The chart compares Hemington Wealth Management's quarterly DFAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hemington Wealth Management time their DFAU position?

Based on 13F filing dates vs. subsequent DFAU price moves, Hemington Wealth Management correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DFAU relative to SPY over the holding period was -1.3%.

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